2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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Global Emerging Markets Weekly: 9 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Didi/ Carbon/ Economy/ US-China/ Tech
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Smartkarma Webinar | 2021 IPO Pipeline
On July 28, 5PM SGT, join us and Sumeet Singh, Head of IPOs & Placements for Aequitas Research, for an overview of 2021's IPO pipeline with an...
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Krafton's China Risk for Tencent Relationship Amid DiDi Chuxing Scandal: Key Talking Points
Regulatory risk in China, triggered by the DiDi Chuxing incident, is again emerging as the most important issue for Krafton's listing. This post...
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